No longer accepting applications
Senior Relationship Manager
ISOLN WealthThrissur, IN9 days ago
Job descriptionExperience : 5-7 years of relevant experience in Private Banking or Wealth Management. Client Base : Possesses an existing HNI client portfolio. Network : Strong professional connections within Corporate and SME segments. Product Knowledge : Excellent understanding of investment products across asset classes. Communication : Exceptional communication, presentation, and interpersonal skills. Personality : Confident, self-motivated, and target-driven. Client Focus : Ability to build long-term relationships based on trust and deliver high-quality advisory services.
Job Summary :
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.
Key Responsibilities :
- Acquire and manage relationships with HNI and Ultra-HNI clients.
- Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals.
- Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth.
- Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions.
- Develop a strong sales pipeline for short, medium, and long-term business growth.
- Offer strategic investment advice and cross-sell relevant financial products.
- Ensure timely communication and updates on portfolio performance and market developments.
- Collaborate with internal teams to enhance client experience and ensure compliance with company policies.
Required Skills & Attributes :
Education : Graduate / Post-Graduate in Marketing or Finance
CTC : ₹15 – ₹20 LPA
Experience : 5-7 years in Private Banking or Wealth Management
Working Days : Monday to Saturday
Employment Type : Full-time
Create a job alert for this search
Relationship Manager • Thrissur, IN
Related jobs
![Senior Partner Brand Manager [T500-20086]](https://cdn-logos.talent.com/v1/logo/image?feedcode=clickcast-appcast-li-in-cpc&company_name=Summit%20Consulting%20Services)
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdthrissur, kerala, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 17 days ago
- Promoted
- New!
Affiliate Manager - Lead Generation
Crossblade Media LLCThrissur, IN Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market.
We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 14 hours ago
- Promoted
Acquisition Manager
Motilal Oswal Financial Services LtdMalappuram, IN The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show moreLast updated: 7 days ago
- Promoted
- New!
Sales Lead / Business Development Manager
Early.fitPalakkad, IN Earlyfit is a doctor-led, tech-enabled weight loss program built around GLP-1 medications like Wegovy and Mounjaro.We combine prescription care, nutrition, and lifestyle support with smart integrat...Show moreLast updated: 14 hours ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdMalappuram, IN The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
Senior Performance Marketer
PU PrimeMalappuram, IN We are seeking a highly skilled.Senior Performance Marketing Manager.This role requires expertise in acquiring high-quality trader leads, optimizing.
The ideal candidate will have managed large budg...Show moreLast updated: 17 days ago
- Promoted
Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital LtdMalappuram, IN Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Location : Delhi / NCR ( Noida, Gurugram & Gaziyabad).
Functional Area : BFSI, Investments & Trading.Employmen...Show moreLast updated: 16 days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCMalappuram, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
- New!
Senior Customer Relationship Manager
CloudHirePalakkad, Kerala, India The Senior Customer Relationship Manager (Senior CRM / CRE) is responsible for leading client relationship operations, ensuring exceptional customer experience, managing documentation, supporting loa...Show moreLast updated: 7 hours ago
- Promoted
Account Manager / Senior Technical Recruiter
Sirian GroupPalakkad, IN We’re Hiring : Account Manager – Recruiting Life Cycle Expertise.Manjeera Trinity, Kukatpally, Hyderabad.If you’re someone who thrives in a fast-paced environment, manages client relationships effec...Show moreLast updated: 1 day ago
- Promoted
Relationship Manager
Motilal Oswal Financial Services LtdPalakkad, IN The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show moreLast updated: 9 days ago
- Promoted
- New!
Client Relationship Manager
Pinnacle Global GroupThrissur, IN Pinnacle Global Group specializes in outsourcing and offshoring services for businesses worldwide, with a focus on countries such as the US, UK, and Ireland With a skilled team of over 300 professi...Show moreLast updated: 8 hours ago
- Promoted
Senior Manager - Advertising Sales
ZeptoPalakkad, IN Media Planning, Performance marketing, Business Development, Growth Strategy, T2T Connects, CXO Engagements.Experience managing internal and external relationships.
Experience building new customer ...Show moreLast updated: 1 day ago
- Promoted
- New!
Senior Partner Brand Manager [T500-20086]
Summit Consulting ServicesMalappuram, IN Huge is looking for a Senior Partner Brand Manager to join the Partner Brand Management team.This role will be based in India to serve clients in the market.
In this role, you will be responsible fo...Show moreLast updated: 14 hours ago
- Promoted
Senior Relationship Manager
CredvestThrissur, IN Develop and implement strategic sales plans to achieve company goals and objectives.Lead, motivate, and mentor the sales team to ensure high levels of performance and productivity.Set sales targets...Show moreLast updated: 1 day ago
- Promoted
RELATIONSHIP MANAGER
JOBS n TA HR ServicesThrissur, Kerala, India Generate revenue from 4–5 assigned banks.Promote incentive programs to bank staff.Complete medicals to ensure policy issuance.
Explore new markets and segments.Build customer base cross / upsell...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager-OLD CAR FINANCE-Sales
ConfidentialThrissur, India The Relationship Manager will play a pivotal role in managing relationships, identifying sales opportunities and driving growth in the Old Car Finance vertical.
You will be responsible for achieving...Show moreLast updated: 21 days ago
- Promoted
Business Development- Distribution Corporate tie up NDs, and Banks
Talent Leads HR Solutions Pvt LtdThrissur, IN AMC or Mutual Fund client is looking out.Reports to (Position) : SVP & Head – Business Development.Managing key relationships across NDs, and Banks.
Managing product recommendations and tie-ups.Manag...Show moreLast updated: 17 days ago